Tasks and assignments

Tasks are how work gets routed to the right person. Instead of shouting across the warehouse, a manager assigns it and the worker sees it on their phone.

How tasks reach the floor

Many tasks are created automatically — a new inbound shipment generates a receiving task, a released order generates picking and packing tasks. Managers can also create tasks by hand under Operations → Tasks.

Each task can be assigned to a specific employee or left open for anyone with the right role to claim.

Working tasks on the app

An employee opens the mobile app to the Operation Tasks screen, which groups their work:

• Receiving — shipments to take in
• Storage — items to put away
• Picking — orders to pick
• Packing — orders to pack

The count beside each group shows how much is waiting. Tap in, do the work by scanning, and the task closes itself when the underlying job is done.

Tracking progress

From Operations → Tasks, managers see every task’s status — open, in progress, done — and who has it. It’s the quickest way to answer “is the truck unloaded yet?” without a radio call.

Reassigning

Plans change. Open a task and reassign it to someone else; it moves to their phone on the next sync. Anything already done stays recorded against whoever did it.

Tip: leave routine tasks unassigned so staff pull work as they free up. Reserve direct assignment for jobs that genuinely need a specific person.